ZVGIX Mutual Fund

NAV$59.95

Returns Overview

1 Month
-1.03%
3 Months
+31.77%
6 Months
+7.19%
YTD
+7.59%
1 Year
+8.21%
3 Years (annualized)
+22.81%
5 Years (annualized)
+1.86%
10 Years (annualized)
+20.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZVGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Total Return(^RAGTR)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+16.06%
vs Peers
-8.47%

ZVGIX Mutual Fund Performance

ZVGIX performance across multiple time periods: 1-month -1.03%, YTD 7.59%, 1-year 8.21%, 3-year 22.81%, 5-year 1.86%, 10-year 20.93%.

ZVGIX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

ZVGIX performance comparison shows side-by-side returns with another fund. ZVGIX alternatives are available in the Mutual Fund Screener.